Editing and Versioning Mandates
Modify schemas, manage versions, and control the mandate lifecycle
Mandates evolve as your business does. You may need to adjust a cadence after seeing how contacts respond, tighten a prohibition after a compliance review, or refine a tone directive based on customer feedback.
Zyntro provides two ways to modify mandates: editing the existing schema directly (for minor adjustments) and updating through AI regeneration (which writes a new version of the same mandate). This guide covers both approaches and explains how versioning works.
Steps
Navigate to your mandate
Go to Library > Mandates and find the mandate you want to modify. Click the View button to open the mandate detail page.
Choose your editing approach
You have two options:
Option A: Edit the schema directly — Click Edit Mandate. This opens the interactive JSON editor where you can modify the mandate name, summary, machine instructions (the JSON schema), and status. Use this for minor adjustments: fixing a typo, changing a severity level, adding one more objection, or tweaking tone guidance.
Option B: Regenerate with updated guidance — Click Update Mandate. This takes you back to the creation form with your original guidance pre-filled. Modify the guidance text and click Update Mandate (Replaces the current version). The AI regenerates the entire schema from scratch using your updated guidance.
Edit the JSON schema (Option A)
The JSON editor displays the mandate schema as a collapsible tree. Each section can be expanded or collapsed. You can:
- Click any value to edit it inline
- Use the + buttons to add new entries (strings, numbers, objects, arrays)
- Use the x button to remove entries
- View type badges showing whether each node is a string, array, or object
After making changes, update the Summary field to reflect your modifications, and click Save.
Regenerate with new guidance (Option B)
When you click Update Mandate, the form pre-fills with your original guidance. Edit the text to reflect what you want to change, then submit.
The AI regenerates the complete schema using your updated guidance plus your current brand context. The new version is written onto the same mandate: its version number goes up by one and its status stays as it was. Anything that uses this mandate — call flows, streams, broadcasts, live chat widgets and recipes — carries on using it, now with the new wording. If the mandate had been compressed, the new version is full length, so compress it again if you want it shorter.
Review the new output — check assumptions and conflicts just as you did when creating the original.
Manage mandate status
Each mandate has one of four statuses:
- Active — SI is currently following this mandate
- Pending — Created but not yet active (used for review workflows)
- Archived — Manually deactivated. SI ignores it, but it remains in your records.
- Replaced — SI ignores it, as with Archived. Regenerating a mandate no longer sets this status, so you will only see it on older mandates.
To change status, open the mandate in edit mode and select the desired status from the Status dropdown. Setting a mandate to archived stops SI from using it immediately.
Result
Your mandate is updated and SI uses the new version from the next message or call. It keeps the same identity, so everything already using it carries on without being reconnected. The version number on the mandate's detail page shows how many times it has been regenerated.
Warning: Regenerating replaces the mandate's current wording. Zyntro keeps a record of the previous version, but there is no way to switch back to it from the mandate page. If you want to try a new approach while the old one stays in use, create a new mandate instead, then archive the old one once you are satisfied with the replacement.
